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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,127 | $167,504-27.7% | $151,628-20.1% | $134,509-9.9% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -11.57% | 7.81%-19.4pp | 3.34%-14.9pp | 418.13%-429.7pp |
| Employer contribution / active EE | $895 | $6,828-86.9% | $6,165-85.5% | $4,741-81.1% |
| Participant deferral / active EE | $5,532 | $8,985-38.4% | $8,363-33.8% | $6,400-13.6% |
| Admin fee / account holder | $421 | $13,779-96.9% | $11,613-96.4% | $11,427-96.3% |